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iShares Russell 3000 ETF

866 hedge funds and large institutions have $10.2B invested in iShares Russell 3000 ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 227 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

493% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $2.6M

1.5% more ownership

Funds ownership: 60.35%61.84% (+1.5%)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

3% less funds holding

Funds holding: 896866 (-30)

9% less capital invested

Capital invested by funds: $11.1B → $10.2B (-$960M)

14% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 265

20% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 56

Holders
866
Holders Change
-30
Holders Change %
-3.35%
% of All Funds
10.67%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.53%
New
45
Increased
227
Reduced
265
Closed
56
Calls
$15.4M
Puts
$2.6M
Net Calls
+$12.8M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
251
City Holding Co
West Virginia
$2.61M -$315K -815 -10%
GWMR
252
GC Wealth Management RIA
Massachusetts
$2.61M +$962K +2,486 +55%
BCI
253
Brinker Capital Investments
Pennsylvania
$2.6M -$4.45M -11,515 -62%
FWM
254
Fonville Wealth Management
Virginia
$2.55M -$38.3K -99 -1%
XPN
255
XY Planning Network
Montana
$2.5M -$109K -283 -4%
IAS
256
IMA Advisory Services
Colorado
$2.48M
OCA
257
OpenArc Corporate Advisory
Georgia
$2.46M +$149K +385 +6%
AFA
258
Avant Financial Advisors
Texas
$2.4M +$249K +644 +11%
ASBI
259
American State Bank (Iowa)
Iowa
$2.4M
SRCM
260
Signature Resources Capital Management
California
$2.36M
WIA
261
Wealthedge Investment Advisors
New York
$2.36M -$142K -367 -5%
OFG
262
Oxford Financial Group
Indiana
$2.35M
SCM
263
Sterling Capital Management
North Carolina
$2.35M -$3.43M -8,871 -58%
GM
264
GeoWealth Management
Illinois
$2.33M -$387 -1 -0%
MWM
265
Modera Wealth Management
New Jersey
$2.32M +$13.5K +35 +0.6%
TIAA Trust, National Association
266
TIAA Trust, National Association
North Carolina
$2.32M -$24.6M -63,617 -91%
SC
267
SouthState Corp
Florida
$2.3M -$1.16K -3 -0%
OFS
268
OneAscent Financial Services
Alabama
$2.29M -$2.71K -7 -0.1%
DWT
269
Dorsey & Whitney Trust
South Dakota
$2.29M +$103K +267 +5%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$2.25M -$1.03M -2,667 -30%
PGA
271
Portland Global Advisors
Maine
$2.25M
Federated Hermes
272
Federated Hermes
Pennsylvania
$2.22M -$9.18M -23,723 -80%
M&T Bank
273
M&T Bank
New York
$2.2M -$1.15M -2,976 -33%
RWM
274
Rialto Wealth Management
New York
$2.17M -$1.55K -4 -0.1%
ACA
275
Aptus Capital Advisors
Alabama
$2.15M +$32.9K +85 +1%